Benchmark Investment Advisors LLC IVE — ISHARES TRUST S&P 500 VAL ETF

Ownership history in Benchmark Investment Advisors LLC  ·  15 quarters on record

AI Ownership Summary

Benchmark Investment Advisors LLC reported ISHARES TRUST S&P 500 VAL ETF (IVE) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.77% in 2024 Q1. The latest visible filing shows IVE at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Benchmark Investment Advisors LLC's position in ISHARES TRUST S&P 500 VAL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IVE was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVE stock page Benchmark Investment Advisors LLC fund profile Benchmark Investment Advisors LLC full holdings
How Benchmark Investment Advisors LLC held IVE — position size vs. price
% of Fund (quarterly)    IVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 21.4% +4.0% ❌ 3,232 -882 -21.4% 0.39% $667K 2025-11-14 (Est.) $207.87
2025 Q1 REDUCED — — — 4,114 -171 -4.0% 0.51% $784K 2025-05-15 $187.11
2024 Q4 REDUCED 14.1% +0.2% ❌ 4,285 -705 -14.1% 0.53% $818K 2025-02-13 $192.99
2024 Q3 REDUCED — — — 4,990 -30 -0.6% 0.70% $984K 2024-11-13 $196.26
2024 Q2 REDUCED — — — 5,020 -174 -3.4% 0.66% $914K 2024-08-12 $179.30
2024 Q1 ADDED — — — 5,194 +3,773 +265.5% 0.77% $970K 2024-05-15 $179.36
2023 Q4 REDUCED 89.9% +7.3% ❌ 1,421 -12,715 -89.9% 0.02% $247K 2024-02-13 $167.24
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVE

As of 2026 Q1 — sorted by position size

HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 20.35% LPWM LLC 3Y 17.68% Thoma Capital Management LLC 15.1% ADG Wealth Management Group, LLC 13.91% LVZ, Inc. 3Y 7Y 13.8% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.62% American Wealth Advisors, LLC 12.53% Powell Investment Advisors, LLC 3Y 11.5% PLANNING DIRECTIONS INC 3Y 7Y 11.32% FINANCIAL LIFE ADVISORS 3Y 7Y 10.98%

FAQ About Benchmark Investment Advisors LLC and IVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Benchmark Investment Advisors LLC reported owning IVE?

Benchmark Investment Advisors LLC reported IVE across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IVE position in Benchmark Investment Advisors LLC's portfolio?

The largest reported portfolio weight for IVE was 0.77% in 2024 Q1.

What is the latest reported IVE position on this page?

The most recent filing on this page is 2025 Q3, when Benchmark Investment Advisors LLC reported 3,232 shares, equal to 0.39% of portfolio, with an estimated market value of $667K.

What does the chart on this IVE ownership page compare?

The chart compares Benchmark Investment Advisors LLC's quarterly IVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Benchmark Investment Advisors LLC time their IVE position?

Based on 13F filing dates vs. subsequent IVE price moves, Benchmark Investment Advisors LLC correctly timed 4 out of 14 reported position changes (29%).

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